Blackstone Inc.
BX- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001393818
In the last 90 days, Blackstone Inc. insiders filed 1 open-market purchase and 4 sales; 2,158 institutions reported holding it in 13F filings for Q2 2026, worth $63.4B in total; 3 superinvestors hold it, including Markel Group and Soros Fund Management.
13F holders, Q3 2023
Institutional positions in Blackstone Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,667
- +100 vs. Q2 2023
- Shares held
- 497.2M
- +40.7M (+8.9%) vs. Q2 2023
- Total value
- $53.3B
- +$10.9B (+25.6%) vs. Q2 2023
- New holders
- 198
- 627 more added
- Sold out
- 98
- 590 more reduced
18 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,158 | $63.4B |
| Q1 2026 | 2,137 | $60.3B |
| Q4 2025 | 2,287 | $79.0B |
| Q3 2025 | 2,205 | $87.1B |
| Q2 2025 | 2,112 | $76.6B |
| Q1 2025 | 2,084 | $71.5B |
| Q4 2024 | 2,135 | $88.4B |
| Q3 2024 | 1,938 | $77.8B |
| Q2 2024 | 1,865 | $61.6B |
| Q1 2024 | 1,848 | $64.9B |
| Q4 2023 | 1,809 | $65.6B |
| Q3 2023 | 1,667 | $53.3B |
| Q2 2023 | 1,585 | $42.4B |
| Q1 2023 | 1,561 | $40.3B |
| Q4 2022 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Overbrook Management Corp | 5,285 | $566.2K | 0.13% | −780−12.9% | Reduced |
| Octavia Wealth Advisors, LLC | 5,296 | $567.4K | 0.11% | +20.0% | Added |
| Freedom Wealth Alliance, LLC | 5,302 | $568.1K | 0.93% | +108+2.1% | Added |
| Burns J W & Co Inc | 5,325 | $570.5K | 0.09% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 5,348 | $573.0K | 0.00% | +5,348 | New |
| Alan B. Lancz & Associates, Inc. | 5,350 | $573.2K | 0.65% | −500−8.5% | Reduced |
| Vanguard Capital Wealth Advisors | 5,350 | $573.2K | 0.53% | +483+9.9% | Added |
| McKinley Carter Wealth Services, Inc. | 5,367 | $575.1K | 0.05% | −29−0.5% | Reduced |
| Coldstream Capital Management Inc | 5,372 | $575.6K | 0.02% | +342+6.8% | Added |
| Geneos Wealth Management Inc. | 5,397 | $578.2K | 0.03% | +237+4.6% | Added |
| BluePath Capital Management, LLC | 5,402 | $578.8K | 0.53% | +5,402 | New |
| Fortem Financial Group, LLC | 5,424 | $581.1K | 0.34% | +5,424 | New |
| McDonald Partners LLC | 5,436 | $582.5K | 0.19% | +20+0.4% | Added |
| Verus Capital Partners, LLC | 5,444 | $583.2K | 0.08% | +390+7.7% | Added |
| Hilltop Holdings Inc. | 5,444 | $583.3K | 0.07% | −457−7.7% | Reduced |
| Curbstone Financial Management Corp | 5,480 | $587.1K | 0.15% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,496 | $588.8K | 0.27% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 5,504 | $589.7K | 0.21% | −140−2.5% | Reduced |
| Balentine LLC | 5,519 | $591.3K | 0.02% | +359+7.0% | Added |
| Powell Investment Advisors, LLC | 5,520 | $591.4K | 0.36% | −10.0% | Reduced |
| AdvisorNet Financial, Inc | 5,523 | $591.7K | 0.05% | +8+0.1% | Added |
| Adviser Investments LLC | 5,526 | $592.1K | 0.01% | +2,140+63.2% | Added |
| TRUE Private Wealth Advisors | 5,546 | $594.2K | 0.08% | −200−3.5% | Reduced |
| Claro Advisors LLC | 5,559 | $595.6K | 0.15% | +23+0.4% | Added |
| Oak Harbor Wealth Partners, LLC | 5,579 | $597.7K | 0.21% | 00.0% | Unchanged |
| Busey Wealth Management | 5,579 | $597.7K | 0.03% | +63+1.1% | Added |
| Gilman Hill Asset Management, LLC | 5,600 | $600.0K | 0.12% | −81−1.4% | Reduced |
| Sage Mountain Advisors LLC | 5,619 | $602.0K | 0.08% | +110+2.0% | Added |
| Annex Advisory Services, LLC | 5,622 | $602.4K | 0.04% | +1,401+33.2% | Added |
| Spinnaker Investment Group, LLC | 5,638 | $604.1K | 0.20% | +230+4.3% | Added |
| Visionary Wealth Advisors | 5,644 | $604.7K | 0.05% | −111−1.9% | Reduced |
| Harbour Investments, Inc. | 5,662 | $606.6K | 0.03% | +318+6.0% | Added |
| Aptus Capital Advisors, LLC | 5,669 | $607.4K | 0.02% | +5,669 | New |
| KMG Fiduciary Partners, LLC | 5,683 | $608.9K | 0.08% | −171−2.9% | Reduced |
| NBC Securities, Inc. | 5,699 | $610.0K | 0.07% | +5,699 | New |
| Kensington Investment Counsel, LLC | 5,696 | $610.3K | 0.38% | +259+4.8% | Added |
| Ballentine Partners, LLC | 5,710 | $611.8K | 0.01% | +371+6.9% | Added |
| NBT Bank N A | 5,732 | $614.1K | 0.06% | +5,732 | New |
| Bessemer Securities LLC | 5,747 | $616.0K | 0.85% | −3,028−34.5% | Reduced |
| Close Asset Management Ltd | 5,753 | $617.0K | 0.03% | −112−1.9% | Reduced |
| Heritage Wealth Advisors | 5,805 | $621.9K | 0.03% | −100−1.7% | Reduced |
| Ropes Wealth Advisors LLC | 5,868 | $628.7K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,894 | $631.5K | 0.10% | +946+19.1% | Added |
| Samalin Investment Counsel, LLC | 5,913 | $633.5K | 0.36% | −59−1.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,915 | $633.7K | 0.52% | +80+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,926 | $634.9K | 0.32% | −424−6.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,927 | $635.0K | 0.21% | +90+1.5% | Added |
| Sax Wealth Advisors, LLC | 5,944 | $636.9K | 0.13% | +210+3.7% | Added |
| Waddell & Associates, LLC | 5,958 | $638.3K | 0.09% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 5,961 | $638.7K | 0.07% | +5,961 | New |
| Quad-Cities Investment Group, LLC | 5,971 | $639.7K | 0.43% | −397−6.2% | Reduced |
| Virtue Capital Management, LLC | 6,892 | $640.3K | 0.11% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $642.8K | 0.24% | 00.0% | Unchanged |
| First PREMIER Bank | 6,000 | $643.0K | 0.20% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,014 | $644.4K | 0.10% | +10.0% | Added |
| Partners Capital Investment Group, LLP | 6,033 | $646.3K | 0.02% | +1,669+38.2% | Added |
| Empowered Funds, LLC | 6,100 | $653.6K | 0.02% | +1,244+25.6% | Added |
| Boltwood Capital Management | 6,113 | $654.9K | 0.24% | −60−1.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,125 | $656.3K | 0.02% | −1,111−15.4% | Reduced |
| Prentice Wealth Management LLC | 6,197 | $663.9K | 0.30% | −75−1.2% | Reduced |
| WBH Advisory Inc | 6,209 | $665.2K | 0.08% | +9+0.1% | Added |
| Old North State Trust, LLC | 6,242 | $669.0K | 0.52% | +339+5.7% | Added |
| AQR Capital Management LLC | 6,245 | $669.1K | 0.00% | +3,690+144.4% | Added |
| Sweeney & Michel, LLC | 6,760 | $670.3K | 0.35% | +37+0.6% | Added |
| Hamilton Capital Partners Inc. | 6,300 | $675.0K | 0.25% | −1,000−13.7% | Reduced |
| Pathway Financial Advisers, LLC | 6,301 | $675.1K | 0.28% | +6,301 | New |
| WNY Asset Management, LLC | 6,308 | $675.8K | 0.13% | −701−10.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,326 | $677.8K | 0.19% | +255+4.2% | Added |
| Purus Wealth Management, LLC | 6,391 | $684.7K | 0.46% | −54−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 6,391 | $685.0K | 0.12% | +4,028+170.5% | Added |
| Silverlake Wealth Management LLC | 6,409 | $686.7K | 0.39% | +7+0.1% | Added |
| Veriti Management LLC | 6,434 | $689.4K | 0.08% | +829+14.8% | Added |
| Schmidt P J Investment Management Inc | 7,321 | $689.7K | 0.15% | −33−0.4% | Reduced |
| MONECO Advisors, LLC | 6,441 | $690.1K | 0.19% | −3,070−32.3% | Reduced |
| Wetherby Asset Management Inc | 6,442 | $690.2K | 0.04% | +589+10.1% | Added |
| NCM Capital Management, LLC | 6,489 | $695.2K | 0.49% | −175−2.6% | Reduced |
| NTV Asset Management LLC | 6,490 | $695.3K | 0.13% | +300+4.8% | Added |
| Live Oak Investment Partners | – | $697.7K | 0.60% | – | – |
| Sunbelt Securities, Inc. | 6,564 | $703.3K | 0.10% | +2,014+44.3% | Added |
| Belpointe Asset Management LLC | 6,593 | $706.5K | 0.07% | +1,004+18.0% | Added |
| RW Investment Management LLC | 6,600 | $707.1K | 0.13% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 6,609 | $708.0K | 0.46% | +1,831+38.3% | Added |
| Sabal Trust CO | 6,649 | $712.4K | 0.05% | −726−9.8% | Reduced |
| Freestone Capital Holdings, LLC | 6,660 | $713.6K | 0.04% | −148−2.2% | Reduced |
| Agf Management Ltd | 6,660 | $713.6K | 0.01% | +6,660 | New |
| Flputnam Investment Management Co | 6,665 | $714.1K | 0.02% | +1,523+29.6% | Added |
| Old National Bancorp | 6,670 | $714.6K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 6,706 | $718.5K | 0.33% | +728+12.2% | Added |
| SRS Capital Advisors, Inc. | 6,735 | $721.6K | 0.09% | +26+0.4% | Added |
| Sage Rhino Capital LLC | 6,786 | $727.1K | 0.20% | +5+0.1% | Added |
| Jmac Enterprises LLC | 6,800 | $728.6K | 0.18% | +1,800+36.0% | Added |
| Merit Financial Group, LLC | 6,800 | $728.6K | 0.02% | +1,170+20.8% | Added |
| Forte Capital LLC | 6,818 | $730.5K | 0.11% | +981+16.8% | Added |
| Haverford Trust Co | 6,842 | $733.1K | 0.01% | −458−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,845 | $733.4K | 0.09% | +1,379+25.2% | Added |
| Element Wealth, LLC | 6,893 | $738.5K | 0.54% | +17+0.2% | Added |
| IHT Wealth Management, LLC | 6,899 | $739.1K | 0.04% | −2,261−24.7% | Reduced |
| Viawealth, LLC | 6,917 | $741.1K | 0.54% | +8+0.1% | Added |
| Naviter Wealth, LLC | 6,925 | $742.0K | 0.18% | −36−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 6,980 | $747.8K | 0.43% | −900−11.4% | Reduced |